(i.e., An invoice is automatically sent from QuickBooks as soon as a lead reaches the “won” stage in your CRM.)
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Many CRM platforms offer their QuickBooks integrations through Zapier, which provides a simple way to connect multiple software platforms and set up automatic actions between them. Hint: A Lot of CRMs Are Using Zapier Right Now They belong in the hands of your sales team.Īll of a sudden, that boring accounting data is a lot more interesting. Those cold leads don’t belong in QuickBooks. What does your QuickBooks customer list look like right now? Is it jam-packed with customers who you’ve spent time and effort crafting proposals or estimates for.and never heard back from? If so, ask yourself: How many of those leads has your team followed up with, to the best of their ability? The realization of how many leads you have sitting in your pipeline probably won’t hit you until you import all your data from QuickBooks. How a CRM Integration Helps You Find Buried Treasure Sure, automating your invoicing, billing, and follow-up on unpaid invoices saves you valuable time, but the real magic of uniting your QuickBooks account and CRM platform is that it provides transparency to your entire sales funnel, which boosts your chances of closing more leads and growing your business.Īnd since your accounting software needs to be a reliable source of truth for billing and payment information, keeping your CRM and accounting software synced will keep your customer data clean and organized for the whole team. What stage of the buying process are they at? Do you need to nurture them more? What do their past buying behaviors look like? What did you discuss during your last conversation with them? Think of integrating QuickBooks with your CRM as a way for every member of your team to have a birds-eye view of every client. But just like spreadsheets, QuickBooks doesn't actually do anything to help you make sales-it only helps you manage billing and accounting after the fact-so it's important to connect your QuickBooks account with software that helps you manage your pipeline. When your business is just getting started, being able to access customer contact information from your accounting software might be enough. Small businesses often use QuickBooks as their first CRM, since it stores customer contacts and buying histories. Why QuickBooks Is Your First CRM (And Why You Need the Real Thing) Let’s take a look at why you need to get your CRM talking to your accounting software, and some of the best CRMs that integrate with QuickBooks and QuickBooks Online. Considering that many CRM users say their #1 challenge is finding a platform that integrates well with QuickBooks, it’s important to choose wisely. Some CRMs offer a one-click setup, while others require a longer, more complicated installation. Nearly every major CRM on the market offers a QuickBooks integration, but these integrations are far from equal. QuickBooks is an accounting software platform geared towards small and medium-sized businesses, offering millions of businesses a simple way to manage their daily sales and expenses, invoice their customers, accept payments, pay their bills, and generate reports for planning and tax filing. But if you also rely on accounting software to manage incoming and outgoing payments, there are a lot of hidden benefits to integrating it with your CRM as well.
One of the main benefits of CRM software is the ability to get every aspect of your business working in sync.īy uniting your communication and marketing tools with your sales platform, your team can conduct and track all their sales conversations from a single tool.
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